Jeffrey Wade
Dentrix G6 offers a wide range of features and improvements to help manage dental practices, including various reports to aid in evaluating insurance contracts. The Insurance Carrier List Report, for example, provides information on the number of subscribers, while the Dental Insurance Payment Summary shows the average time taken by insurance plans to pay for claims and the percentage paid of what was billed. The Utilization Report is also available to provide insights into procedures performed, patient numbers, and fees charged. These reports assist practices in making informed decisions about insurance contracts, such as considering dropping a plan due to low reimbursement or attracting more patients with competitive fees. Additionally, Dentrix G6 introduces enhancements to the Patient Summary Report, Practice Analysis Report, and improvements to address errors and issues identified in previous versions.
| Characteristics | Values |
|---|---|
| Purpose | To evaluate insurance contracts and plans |
| Frequency of evaluation | At least annually |
| Parameters for evaluation | Fee schedule, number of patients with the insurance, time taken to pay, and percentage paid |
| Tools | Insurance Carrier List, Dental Insurance Payment Summary, Utilization Report for Dental Insurance, Insurance Case Note, Insurance Benefits, Update Fees dialog boxes |
| Reports | Practice Analysis Report, Aging Report, Insurance Carrier List Report, Employer List, Practice Advisor Report, Audit Trail Report, Appointment History List, Day Sheet Report, Graphic Chart, Treatment Case Report, CA Standard Form, Batch Insurance Payment Entry, Office Journal, Treatment Planner, Presenter |
What You'll Learn
The Insurance Carrier List Report
To access the Insurance Carrier List Report, users can go to the Reports menu in the Office Manager and select Reference > Insurance Carrier List. Here, they can enter a Report Date, with the default being the current date. The Select Report Type group box allows users to choose between Dental and Medical insurance carriers.
The report includes detailed information such as the name, birth date, chart number, employer, and family status of each patient associated with the insurance carrier. It also shows the portion of the patient's deductible that has been met and the total benefits used year-to-date. Symbols are used to indicate primary and secondary insurance, with an asterisk (*) denoting a guarantor, and (P) and (S) representing primary and secondary insurance, respectively.
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The Utilization Report
To save the report, click on the "Save" button and provide a name for it in the Save Report dialog box. Additionally, the report can be exported in various formats, including PDF, XSLX, or CSV, by accessing the Export option from the More actions and options button menu.
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The Dental Insurance Payment Summary
In addition to payment speed and percentage paid, the Dental Insurance Payment Summary can help you evaluate other aspects of your insurance contracts. For example, you can determine how many patients in your practice have a particular insurance plan and whether the fee schedule is still reasonable for your office. By reviewing the fee schedules and contracts regularly, you can ensure that your relationships with insurance companies remain beneficial and lucrative for your practice.
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The Practice Advisor Report
Previously, the Practice Advisor Report included revenue totals from treatment-planned procedures based on when these procedures were completed, rather than when they were accepted. It also included revenue totals from procedures that were never treatment planned. Now, the report excludes any procedures that were not treatment planned, as well as diagnostic procedures and procedures for the "mouth" treatment area that were not treatment planned.
The production amount includes production adjustments as set for the Practice Advisor Report, the Provider A/R Totals Report, and DXPort, as well as completed procedures for the calendar month for the providers selected for the current Appointment Book View.
In addition to the Practice Advisor Report, Dentrix offers other tools to help evaluate insurance contracts and plans. For example, users can generate the Insurance Carrier List in the Dentrix Office Manager to see how many patients are attached to each insurance plan. The Dental Insurance Payment Summary, available in Dentrix G7.8 and later, shows the average number of days it takes an insurance plan to pay for claims, as well as the percentage paid of what was billed. This information can help users determine which insurance plans are slow to pay and causing cash flow problems.
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The Audit Trail Report
To generate the Audit Trail Report, you can specify the date range you want to audit, selecting the "From" and "To" fields. You can choose between two report types: Standard and Provider/Staff. The Standard report prints selected changes within the specified date range for particular users, while the Provider/Staff report focuses on information for providers or staff members who were inactivated or activated within that date range.
Additionally, you can customise the report by selecting specific user IDs to view changes made by specific users or choosing "All" to see changes made by all users. The report can be printed or saved as a tab-delimited text document with a .txt extension.
It's important to note that an issue was identified with the Audit Trail Report in Dentrix G6, where it included an audit record for a split payment even when the payment was not actually split. However, this issue has been resolved in subsequent updates.
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Frequently asked questions
The Insurance Carrier List Report, which can be printed using the label printer, shows insurance remaining.
The Insurance Carrier List Report shows the number of patients attached to each insurance plan.
You can generate the Insurance Carrier List Report in the Dentrix Office Manager.
You can use the Utilization Report, the Dental Insurance Payment Summary, or the Patient Summary Report.
The Utilization Report shows detailed information about procedures performed, the total number of patients seen, and the fees charged.
